ARM Reports Maja Talevska Milenkovska ERP Functional Consultant, - - PowerPoint PPT Presentation

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ARM Reports Maja Talevska Milenkovska ERP Functional Consultant, - - PowerPoint PPT Presentation

Sep 25, 2022 135 likes •359 views

ARM Reports Maja Talevska Milenkovska ERP Functional Consultant, Acumatica Class Syllabus Day 1: ARM WarmUp What is an ARM Report? ARM Elements How can I create an ARM Report? Practice Examples Day 2 : The Real

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Maja Talevska Milenkovska

ERP Functional Consultant, Acumatica

ARM Reports

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Class Syllabus

  • Day 1: ARM WarmUp
  • What is an ARM Report?
  • ARM Elements
  • How can I create an ARM Report?
  • Practice Examples
  • Day 2 : The Real Deal!
  • Create a new report from scratch
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Advanced Preparations

  • Acumatica 2019 R1 u4 installed (19.104.0024)
  • I100 Demo Data installed
  • F350 User Guide
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Day 1: ARM WarmUp

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The Analytical Report Manager is a web-based report access and management tool for creating and modifying analytical reports. What is ARM? All reports created using the ARM Toolkit are called ARM Reports – Analytical, Financial reports

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PM History Table:

  • Project ID
  • Project Task ID
  • Cost Code ID
  • Account Group ID
  • Period ID

GL History Table:

  • Ledger ID
  • Branch ID
  • Account ID
  • Sub ID
  • FinPeriod ID

ARM: Key Data

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ARM Report Layout

Unit Set Row Headers Report Header (column set) Column Headers

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Report Definition

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Row Set

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Column Set

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Data Sources

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  • Save regularly
  • Use report description that matches title
  • Save parameters as a template
  • Use upper-case references to codes of row/units in formulas

(@ROWCODE1)

  • Use caution when deleting columns in column sets
  • Always use Upper Case references for rows and units in formulas
  • Do Not use @ symbol for row codes
  • Use numbers for Row Codes and leave a set of numbers in between to insert

rows at a later time. E.g. 0010, then 0020

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Day 2: The Real Deal!

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https://www.surveymonkey.com/r/onlinesessions2019

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Unit Set

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Filtering Data using Unit Sets Setting values versus Data Source

  • Values (@U1+@U2) layered

roll-ups, but no hyperlink drill down

  • Data Source filters data and

allows drill down

Printing Groups

  • Add to column set to hide
  • Match in unit set to show
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Overlapping Data Sources

Overlapping / merged data

  • Accounts, Subaccounts, branches
  • Row set gets 100 – 600
  • Column set gets 400 – 900
  • Result: 400 – 600

Non-overlapping data

  • Ledger, Account Class, Financial Periods, Offers,

Amount are used from a single data source

  • Unit Set (if available)
  • Row Set (if available)
  • Column Set (if available)
  • Report definition
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Account Ranges Start Account, Start Sub and Start Branch allows you to specify an account list, account range, or both

  • Syntax is similar to Microsoft Excel

ranges: 400000:420000

  • You can combine multiple ranges or

accounts, separate them with coma: 400000:420000,425000,426000:426099

  • Wildcards are supported in ranges:

4260??

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Handling of NaN/Infinity Values Scenario: Variance in Comparative Balance Sheet

Detects and eliminates divide by zero errors

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  • When modifying report, create a copy of the report
  • Use account classes instead of complicated masks
  • Masks can be used only for non-segmented accounts and

subaccounts

  • Cannot use Account Types in ARM reports
  • Overlapping Data Sources:
  • Accounts, subaccounts, branches are merged
  • Account classes, ledgers, financial periods are used from only one

data source

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Maja Talevska Milenkovska

mmilenkovska@acumatica.com